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BRC Investment Management’s American Electric Power AEP Stock Holding History

BRC Investment Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$6.82M Buy
+106,199
New +$7.14M 1.15% 36
2013
Q3 		– Sell
-47,789
Closed -$2.14M – 135
2013
Q2 		$2.14M Buy
+47,789
New +$2.29M 0.38% 50

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BRC Investment Management's AEP Position: Q3 2016 in Review

BRC Investment Management opened a new position in American Electric Power (AEP) in Q3 2016: 106,199 shares worth $6.82M. The stake represents 1.15% of the portfolio and ranks #36 among its holdings. This is a return to the name: BRC Investment Management previously reported a position in AEP as recently as Q2 2013.

BRC Investment Management first reported a position in AEP in Q2 2013 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold AEP as of Q3 2016.

  • BRC Investment Management held 106,199 shares of American Electric Power worth $6.82M as of Q3 2016.
  • American Electric Power was a new BRC Investment Management position in Q3 2016.
  • American Electric Power made up 1.15% of BRC Investment Management's portfolio in Q3 2016, its #36 holding.
  • BRC Investment Management first reported a position in American Electric Power in Q2 2013 and has held it in 2 quarters since.
  • 854 funds tracked by Wall St. Rank held American Electric Power as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.